“I think you need to prepare for a Trump presidency.” That’s Jeffrey Gundlach, CEO of DoubleLine Capital. During a presentation at the Sohn Conference, Gundlach recommended that investors sell the utilities index and shot toward mortgage REITS. But the key quote from Gundlach’s talk was his expectation that Trump can win and offered a key tagline that made him bullish on Trump.

A respected reporter recently asked me what were a few important things I had learned from all this and all of that during the past decade and I surprised myself and perhaps him by answering that I now realized that younger generations – the Xers and Millenials – were far different generations from my own. “How so?” he asked.

Many fear hedge funds are pushing up crude oil prices prematurely, which will lead to a renewed crash when the bubble bursts, as it did after the last big run-up in prices between January and May 2015. John Kemp argues that hedge funds and speculators are not driving the recent rally in oil prices. That’s a pretty stark argument from a very good piece in January by F. William Engdahl, who argued in January that 60% of today’s oil price is driven by speculation.

Donald Trump and Hillary Clinton may have very little in common, but Barry Allan, vice chair of mining for Mackie Research Capital, says if either moves into the White House, the U.S. dollar will fall and gold will rise. A higher gold price bodes well for gold equities, and in this interview with The Gold Report, Allan and his colleague Ryan Hanley share the names of some of their top picks for this environment.

“If you're an activist investor, a hedge fund or a billionaire, what you're trying to to is to force that company to make a certain amount of money every three months. And you want them to squeeze everything they can every year out of them so you can sell your stock in a year and a day and pay a lower tax rate.”

When historians look back on the debate of whether Harriett Tubman should replace Andrew Jackson on paper money, they will list this somewhere on the list of things that mattered to our national downfall next to “Why were Americans drinking so much coconut water in 2016?”